THE BLOG

30
Aug

What the Recent SEC Action Means for Your Business

Find out what impact the recent SEC action may have on your business and how Orion can help advisors stay ahead of the regulatory changes.

The post What the Recent SEC Action Means for Your Business appeared first on Orion Advisor Services.

24
Aug

August 2018 Software Update: Full Release Notes

In today’s post, we’re serving up the full details around Orion’s August 2018 Full Software Release.

The post August 2018 Software Update: Full Release Notes appeared first on Orion Advisor Services.

23
Aug

ESG Investing: Look for Progress, Not Perfection

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer Recently, I took up paddle board racing. It has appeal in a variety of ways: the discipline that goes along with training for an event on the calendar, the competitive aspect of the budding sport, plus it’s a lot of fun! Paddle boarding is...
22
Aug

Risk Budgeting Basics: Can U.S. Treasuries be Riskier Than Emerging Market Stocks?

Content Provided by Case Eichenberger, CIMA – Client Portfolio Manager Risk can be defined in multiple ways: beta to the stock market, standard deviation of returns, relative standard deviation to the stock market, probability of catastrophic loss, probability of not realizing goals, or probability of not sticking with investments, among others. None are correct or...
21
Aug

Tech Tip Tuesday: How to Set Custom Report Disclaimers

Tax alpha reporting with Orion Connect and Orion Eclipse allows you to clearly demonstrate the tangible value of your financial advice to your clients.

The post Tech Tip Tuesday: How to Set Custom Report Disclaimers appeared first on Orion Advisor Services.

16
Aug

August 2018 Software Update Highlights

As part of the Orion August 2018 Software Update, we’re bringing you more of what you love. More compliance features, more billing capabilities, and more ways to utilize Orion Connect. Check out this sneak peek of the major changes coming your way.

The post August 2018 Software Update Highlights appeared first on Orion Advisor Services.

14
Aug

Portfolios: The Foundation of Trading in Eclipse

How you choose to build portfolios in Orion Eclipse will impact your tax-efficient trading processes and how the platform rebalances accounts. Learn how to make a decision in today’s post.

The post Portfolios: The Foundation of Trading in Eclipse appeared first on Orion Advisor Services.

08
Aug

Duality and the Story of a Gorilla

Nick Arreola is used to navigating different worlds. He is biracial (white American and Mexican) and a degree-laden academic psychologist who has spent half his career teaching himself how to write code. Now, in a new position at CLS– one that involves a bet on behavioral and science-driven finance – Arreola is moving back and...
07
Aug

Tech Tip Tuesday: How to Keep Clean Billing and Reporting Databases

In this Tech Tip Tuesday post, we dive into how you can ensure you’re keeping a clean database for billing and reporting by reviewing any accounts not downloading from your custodian data feeds.

The post Tech Tip Tuesday: How to Keep Clean Billing and Reporting Databases appeared first on Orion Advisor Services.

03
Aug

Orion Rundown: 90s Rapper Trivia, Learn How to Optimize Portfolios, and More!

What's new with Orion? In this update, you'll learn some new tech tips, see how ASTRO lets you build tax-efficient and optimized portfolios, discover how to invite a friend to bust-a-move with you at Ascent 2018 and more!

The post Orion Rundown: 90s Rapper Trivia, Learn How to Optimize Portfolios, and More! appeared first on Orion Advisor Services.